AFIFX
American Funds Fundamental Investors Class F-1
Mutual fund
$102.48+0.85 (+0.84%)Close Oct 2, 2026
Mar 15, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $119,380
- CAGR
- +10.19%
- Max drawdown
- −53.25%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.17%
- 3M
- +0.50%
- 6M
- +16.78%
- YTD
- +13.77%
- 1Y
- +17.42%
- 3Y
- +25.37%
- 5Y
- +14.30%
- 10Y
- +14.54%
- 15Y
- +14.97%
- 20Y
- +10.96%
- 25Y
- +11.04%
- Since 2001
- +10.19%
Metrics
Since 2001| Volatility | 18.15% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.19 |
| Best year, 2009 | +33.41% |
| Worst year, 2008 | −39.67% |
| Positive years | 19 of 24 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.2% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −36.7% | May 2001 | Oct 2002 | Oct 2004 | 3.4 years |
| −33.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −25.1% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −18.5% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
Annual returns
2001 from Mar 15 · 2026 through Oct 2